First Personal Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

First Personal Financial Services’s Portfolio IEMG Stock Details IEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$20.7K	Hold	360	–	–	﹤0.01%	261
2024 Q2	$19.3K	Hold	360	–	–	﹤0.01%	241
2024 Q1	$18.6K	Hold	360	–	–	﹤0.01%	244
2023 Q4	$18.2K	Hold	360	–	–	﹤0.01%	270
2023 Q3	$17.1K	Hold	360	–	–	﹤0.01%	275
2023 Q2	$17.7K	Hold	360	–	–	﹤0.01%	280
2023 Q1	$17.6K	Hold	360	–	–	﹤0.01%	291
2022 Q4	$16.8K	Sell	360 -409	-53%	-$18.6K	﹤0.01%	300
2022 Q3	$33K	Buy	+769	New	+$36.9K	0.01%	241
2019 Q3	–	Sell	-686	Closed	-$35K	–	643
2019 Q2	$35K	Sell	686 -456	-40%	-$23.3K	0.01%	327
2019 Q1	$59K	Sell	1,142 -310	-21%	-$15.7K	0.02%	252
2018 Q4	$68K	Buy	1,452 +456	+46%	+$22K	0.02%	226
2018 Q3	$52K	Buy	996 +343	+53%	+$17.9K	0.02%	280
2018 Q2	$34K	Sell	653 -123,059	-99%	-$6.9M	0.01%	329
2018 Q1	$7.22M	Sell	123,712 -2,295	-2%	-$136K	1.59%	12
2017 Q4	$7.17M	Buy	126,007 +653	+0.5%	+$36.5K	1.4%	15
2017 Q3	$6.77M	Sell	125,354 -10,995	-8%	-$583K	1.43%	16
2017 Q2	$6.82M	Buy	136,349 +850	+0.6%	+$41.9K	1.5%	15
2017 Q1	$6.47M	Hold	135,499	–	–	1.55%	12
2016 Q4	$5.75M	Buy	135,499 +46,896	+53%	+$2.06M	1.52%	12
2016 Q3	$4.04M	Buy	+88,603	New	+$3.93M	1.18%	28
2016 Q2	–	Sell	-39	Closed	-$2K	–	820
2016 Q1	$2K	Buy	+39	New	+$1.48K	﹤0.01%	303

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Personal Financial Services's IEMG Position: Q3 2024 in Review

First Personal Financial Services held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2024 at 360 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

First Personal Financial Services first reported a position in IEMG in Q1 2016 and has held it in 22 quarters since. The position peaked at $7.22M in Q1 2018. 1,734 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

First Personal Financial Services held 360 shares of iShares Core MSCI Emerging Markets ETF worth $20.7K as of Q3 2024.
First Personal Financial Services left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2024.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #261 holding.
First Personal Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2016 and has held it in 22 quarters since.
First Personal Financial Services's iShares Core MSCI Emerging Markets ETF position peaked at $7.22M in Q1 2018.
1,734 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.